Ad is loading...
MUERX vs VFIAX
MUERX vs VFIAX Comparison
Open Charts MUERX vs VFIAX
MFS Blended Research Core Equity R1
Price$32.74
Change-$0.96 (-2.85%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
MUERX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MUERX vs. VFIAX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MUERX is a Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. MUERX (1.5B). VFIAX pays higher dividends than MUERX: VFIAX (1.32) vs MUERX (0.00). MUERX was incepted earlier than VFIAX: MUERX (16 years) vs VFIAX (24 years). MUERX is a more actively managed with annual turnover of: 48.00 vs. VFIAX (2.00). MUERX has a lower initial minimum investment than VFIAX: MUERX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 27.64 vs. MUERX (16.29). VFIAX return over 5 years is better than : 88.64 vs. MUERX (29.05).
| MUERX | VFIAX | MUERX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 15.411 | 27.303 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 1.37T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | 16.29 | 27.64 | 59% |
| Returns for 3 years | 12.65 | 30.99 | 41% |
| Returns for 5 years | 29.05 | 88.64 | 33% |
| Returns for 10 years | 57.48 | 193.66 | 30% |
View a ticker or compare two or three
VS
VS
Ad is loading...